Herald Gjura
@hgjura.bsky.social
Investor, Technologist, Value-seeker, Traveler
AI promises do not pay the GPU bills
On January 2025, I posted here that in the MSFT vs AAPL battle , the one that will come out on top will be the one that will only make sensible investments in AI, and not chase the hype. In 2025 that was AAPL. It seemed an out-of-touch prediction. (1/3)
On January 2025, I posted here that in the MSFT vs AAPL battle , the one that will come out on top will be the one that will only make sensible investments in AI, and not chase the hype. In 2025 that was AAPL. It seemed an out-of-touch prediction. (1/3)
January 29, 2026 at 4:13 PM
AI promises do not pay the GPU bills
On January 2025, I posted here that in the MSFT vs AAPL battle , the one that will come out on top will be the one that will only make sensible investments in AI, and not chase the hype. In 2025 that was AAPL. It seemed an out-of-touch prediction. (1/3)
On January 2025, I posted here that in the MSFT vs AAPL battle , the one that will come out on top will be the one that will only make sensible investments in AI, and not chase the hype. In 2025 that was AAPL. It seemed an out-of-touch prediction. (1/3)
Well. well. well.
This old post aged just fine.
AI innovation will plateau. Big tech companies will be punished by over-investing in it.
January 29, 2026 at 3:37 PM
Well. well. well.
Reposted by Herald Gjura
This old post aged just fine.
AI innovation will plateau. Big tech companies will be punished by over-investing in it.
November 22, 2025 at 3:03 PM
This old post aged just fine.
AI is not something you support or not. It is something you adapt and benefit from. Is like saying “I do support, or not, the weather.” It just happens. Sometimes sunshine and sometimes a blizzard. Just make it work for you.
December 31, 2025 at 3:09 PM
AI is not something you support or not. It is something you adapt and benefit from. Is like saying “I do support, or not, the weather.” It just happens. Sometimes sunshine and sometimes a blizzard. Just make it work for you.
Good riddance
WASHINGTON (AP) — Rep. Marjorie Taylor Greene of Georgia, a once-loyal supporter of President Donald Trump who has become a critic, said Friday she is resigning from Congress in January.
@apnews.org #GA14
apnews.com/article/marj...
@apnews.org #GA14
apnews.com/article/marj...
November 22, 2025 at 3:19 PM
Good riddance
These things are creepy
AI Christmas: The latest devices from Amazon, Meta, Google and more
AI Christmas: The latest devices from Amazon, Meta, Google and more
This holiday shopping season features more advanced smart glasses, smart speakers with generative AI and a pendant users can wear to carry around an AI friend.
cnb.cx
November 22, 2025 at 3:17 PM
These things are creepy
It feels like a pyramid scheme.
WAPO jumps into the circular-revenue graphic game.
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
@washingtonpost.com $ORCL $NVDA
www.washingtonpost.com/technology/2...
November 22, 2025 at 3:12 PM
It feels like a pyramid scheme.
Too early to say. But there is definitely sand in those wheels now.
November 22, 2025 at 3:12 PM
Too early to say. But there is definitely sand in those wheels now.
One year later. Still true as if yesterday.
WSJ EDITORIAL BOARD: “.. We said from the beginning that this North American trade war is the dumbest in history, and we were being kind.”
@wsj.com
www.wsj.com/opinion/dona...
@wsj.com
www.wsj.com/opinion/dona...
November 22, 2025 at 3:07 PM
One year later. Still true as if yesterday.
This old post aged just fine.
AI innovation will plateau. Big tech companies will be punished by over-investing in it.
November 22, 2025 at 3:03 PM
This old post aged just fine.
Reposted by Herald Gjura
WSJ EDITORIAL BOARD: “.. We said from the beginning that this North American trade war is the dumbest in history, and we were being kind.”
@wsj.com
www.wsj.com/opinion/dona...
@wsj.com
www.wsj.com/opinion/dona...
March 12, 2025 at 12:58 AM
WSJ EDITORIAL BOARD: “.. We said from the beginning that this North American trade war is the dumbest in history, and we were being kind.”
@wsj.com
www.wsj.com/opinion/dona...
@wsj.com
www.wsj.com/opinion/dona...
Scary inflation chart. Will it come true?
February 13, 2025 at 2:48 PM
Scary inflation chart. Will it come true?
Reposted by Herald Gjura
Apple has repurchased $655 billion in stock over the past decade—an amount greater than the market cap of 490 companies in the S&P 500.
A testament to Apple's cash flow dominance and shareholder return strategy. 🍏📈
#Apple #AAPL #StockBuybacks #Investing
A testament to Apple's cash flow dominance and shareholder return strategy. 🍏📈
#Apple #AAPL #StockBuybacks #Investing
January 5, 2025 at 9:16 AM
Apple has repurchased $655 billion in stock over the past decade—an amount greater than the market cap of 490 companies in the S&P 500.
A testament to Apple's cash flow dominance and shareholder return strategy. 🍏📈
#Apple #AAPL #StockBuybacks #Investing
A testament to Apple's cash flow dominance and shareholder return strategy. 🍏📈
#Apple #AAPL #StockBuybacks #Investing
AAPL vs MSFT. These two have been at the center of my portfolio for more than a decade. They tend to correlate. Except in the past 6 months, which they have diverted. I believe this diversion will continue in 2025. Investors are weary of MSFT's overinvestments in AI without a clear ROI.
#AAPL $$$.
#AAPL $$$.
January 8, 2025 at 6:37 PM
AAPL vs MSFT. These two have been at the center of my portfolio for more than a decade. They tend to correlate. Except in the past 6 months, which they have diverted. I believe this diversion will continue in 2025. Investors are weary of MSFT's overinvestments in AI without a clear ROI.
#AAPL $$$.
#AAPL $$$.
Ten years ago, in 2015, Microsoft made a bid for Salesforce for $55B. Benioff wanted $70B. Microsoft said “no thank you”. Today market cap of Salesforce is $350B.
January 6, 2025 at 5:53 PM
Ten years ago, in 2015, Microsoft made a bid for Salesforce for $55B. Benioff wanted $70B. Microsoft said “no thank you”. Today market cap of Salesforce is $350B.
AI innovation will plateau. Big tech companies will be punished by over-investing in it.
December 20, 2024 at 5:38 PM
AI innovation will plateau. Big tech companies will be punished by over-investing in it.
Reposted by Herald Gjura
MELIUS: “.. Perhaps This Is Why Apple Is ‘Teflon’”
(via Reitzes) $AAPL
(via Reitzes) $AAPL
December 20, 2024 at 4:28 PM
MELIUS: “.. Perhaps This Is Why Apple Is ‘Teflon’”
(via Reitzes) $AAPL
(via Reitzes) $AAPL
Since 1950, there has been only 1 company that has remained in the top ten companies by revenue in every decade: Exxon Mobile. Only 1. Greatness is short lived!
December 20, 2024 at 4:14 PM
Since 1950, there has been only 1 company that has remained in the top ten companies by revenue in every decade: Exxon Mobile. Only 1. Greatness is short lived!
The tale of two dollars... dollar stores, that is. Looking at this 5-year chart of two dollar stores. Dollarama in Canada, and Dollar Tree in USA. What a difference good management and solid accounting principles make. Over 5 yrs, DOL +245%, DLTR -26%. I am glad I am on the right side of this trade!
December 19, 2024 at 5:31 PM
The tale of two dollars... dollar stores, that is. Looking at this 5-year chart of two dollar stores. Dollarama in Canada, and Dollar Tree in USA. What a difference good management and solid accounting principles make. Over 5 yrs, DOL +245%, DLTR -26%. I am glad I am on the right side of this trade!
Reposted by Herald Gjura
The 20 lessons from #OnTryanny. Please read, share and thank @timothysnyder.bsky.social for all that he does.
Lesson 1: Do not obey in advance.
Thread of lessons from my book #OnTyranny. Written in 2016.
Thread of lessons from my book #OnTyranny. Written in 2016.
November 23, 2024 at 2:18 PM
The 20 lessons from #OnTryanny. Please read, share and thank @timothysnyder.bsky.social for all that he does.